Viewing agent location and assign tasks to agents

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read

    • View the location of agents in your assignment group so you can assign agents to nearby tasks.

    Before you begin

    Role required: wm_manager

    Procedure

    1. Navigate to Workspaces > CSM/FSM Configurable Workspace > Workforce.
    2. Select Map from the View Controls list.
    3. Optional: View details about tasks or agents by clicking the related icons.
    4. To assign or reassign a work order task, open a task and add the agent you want to work on the task to the Assigned to field.